Jonn Mason
Jonn Mason is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Lakewood, WA, with 38 years of industry experience. Jonn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
Lakewood, WA
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Regulatory History (1)
Regulatory
December 1993Other Business ActivitiesSells Insurance
Jonn is a managing partner at 1stFinancial USA, an insurance agency, since 2006. He dedicates minimal time to life insurance sales.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Thornewood Advisors USA LLC
Lincoln Financial Services INC
Interpacific Investors Services, INC.Broker
Laney & CompanyBroker
Pnmr Securities, INC.Broker
Lincoln Investment Planning, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.